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IRA Distribution Planning

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IRA Distribution Planning

May 21 @ 1:00 pm - 3:00 pm

Attendees will review the basics of IRAs, how different trust-based beneficiary designations work, when and how to name a Trust as a beneficiary, and the advantages of Rothing an IRA.

 

The deadline to register is Tuesday, May 19.

 

Please fill out the form below.

 

Event Registration - Professionals

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Details

Date:
May 21
Time:
1:00 pm - 3:00 pm
Event Category: